Institutions / Fmb Wealth Management

Fmb Wealth Management

CIK 2040224 · Institution · as of Dec 31, 2025

Portfolio value

$253.43M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 91 →

Company	Class	Value	Shares	% of portfolio
Dimensional ETF Trust	—	$44.84M	1,132,662	17.7%
Dimensional ETF Trust	—	$19.66M	328,843	7.8%
American Centy ETF Tr	—	$17.00M	152,105	6.7%
Dimensional ETF Trust	—	$15.24M	465,617	6.0%
Dimensional ETF Trust	—	$13.25M	203,655	5.2%
Dimensional ETF Trust	—	$10.21M	218,064	4.0%
Dimensional ETF Trust	—	$8.99M	260,783	3.5%
Dimensional ETF Trust	—	$8.34M	112,431	3.3%
Dimensional ETF Trust	—	$7.16M	149,274	2.8%
Dimensional ETF Trust	—	$6.30M	105,843	2.5%
Dimensional ETF Trust	—	$5.91M	154,947	2.3%
American Centy ETF Tr	—	$5.89M	71,608	2.3%
American Centy ETF Tr	—	$5.39M	62,780	2.1%
Apple Inc.	—	$5.36M	19,709	2.1%
Dimensional ETF Trust	—	$5.22M	160,207	2.1%
Dimensional ETF Trust	—	$4.96M	106,548	2.0%
Dimensional ETF Trust	—	$4.52M	64,944	1.8%
Dimensional ETF Trust	—	$4.12M	82,576	1.6%
NVIDIA Corp	—	$3.52M	18,849	1.4%
Dimensional ETF Trust	—	$3.27M	44,468	1.3%
Dimensional ETF Trust	—	$3.17M	62,573	1.3%
SPDR S&P 500 ETF Tr	—	$2.84M	4,170	1.1%
American Centy ETF Tr	—	$2.38M	23,373	0.9%
Amgen Inc	—	$2.30M	7,023	0.9%
Dimensional ETF Trust	—	$2.01M	87,964	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.